Fides Help Center
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Fides Help Center
Go back to Fides
Can I export documents to Word?Fides AssistantHow do I add a new resolution item to the resolution item catalog?Can I Import a Word Document?
How to set-up your Fides Account
What documents do I need for the onboarding process?General OnboardingLegal Onboarding: Services in ScopeIndividual sender addressSetting up a single sign-on connection (SSO)Setting up a Fides account as a Shareholder
How to use your Fides Account
Key Account DashboardHow do I change the language of my Fides account?How do I switch between different companies?How do I invite others to my Fides-Account?How can I add a new member without sending an email invitation?How can I resend members an invitation to their Fides account?How do I upload documents as part of the onboarding process?Login: How can I log in to Fides?How do I set the default entity visible after logging in?How can I change my password?
Entity Management
Entity Data
Power of Attorneys
Cap Table
Structure Chart
Filter for Entity Tags in the Structure ChartStructure Chart Display SettingsStructure Chart ViewsHow do I use the Filter Function in the Structure Chart? How do I use the color coding function in the Structure Chart?
Entities
Committees
What is Time Travel for Committees?How do I set a "Date of Removal" for a Managing Director?How do I add a committee members / subcommittee members?How do I change the committee members?How do I change the chairperson of a committee or subcommittee?How do I add a committee / subcommittee?How do I set up a temporary committee?How can I edit committee information?
Tasks
How to work with Action Items?How do I create a new task?
Approvals
What is a Preapproval? - OverviewHow Do I Start the Preapproval Process?What happens if all persons approve the resolution in the pre-approval procedure? What happens if all or one person rejects the resolution in the pre-approval procedure? How Do I Add a Pre-Approvee? How do I create Approvals?
Resolutions
How to use the participant listWhich functions can I use in the participant list? Can I resend an email? How do I see who voted and signed a resolution? Is it possible to check the status of sent e-mails? How do I change the required majority for a resolution item?How do I create a new circulating resolution?How do I vote on a circulating resolution?Secret voting in a circulating resolutionResolution Settings How do I sign a resolution?Different status in the participant list How can I send a reminder to vote?Is it possible to extend the deadline for signatures on a resolution?How can I add a Resolution Item to my template?How do I start the voting process?How To Create A Resolution Template
Meetings
How do I create a new meeting? Do I have to send out a meeting draft?How do I invite the attendees to the meeting?Can I integrate documents directly into the invitation? How can I add or remove attendees from a meeting?What is the difference between the three agenda items: dicussion, information and resolution?What happens when I select a signatory in the invitation-flow?What happens when I appoint a representative for a meeting?For how long can I change my attendance status when I am an attendee of a meeting?Is there a possibility to add comments? How do I create the minutes of a meeting?How do I lock a meeting?What are action items and how do I create them?How do I invite guests to specific agenda items?What is the Meeting Book?What are Suggested Topics?
Templates
Documents
How do I create a task from a document? Overview - Document ManagementWhy does a document no longer appear in the document dashboard?How can I filter or change the view in the document dashboard?How do I share a document?How do I sign a document?Meta DataHow can I share a Document?What are document references and how can I use them?
Templates
Access Rights
How can I set access rights for individual features? What do the individual access rights mean? How can I share documents and see who they have been shared with?What access levels are there and what do they mean?Rights & Access ManagementHow can I set access rights for documents?Can I have people informed about their new access rights? Committee Access Rights
Legal Terms used in Fides
What is a committee?What is a subcommittee?What is the share capital?What is a share class?What is the establishment date of a share class?What are voting rights?What is the share amount?Who are the authorized representatives of a company?What is the end of term of an authorised representative?What are the company's registration documents?
Deep Dive
Newsletter
Newsletter 5th of April, 2024Newsletter 13th of May, 2024Newsletter 5th of March, 2024Newsletter 8th of February, 2024Newsletter 18th of January, 2024Newsletter 30th of November, 2023Newsletter 22nd of September, 2023Newsletter 31st of August, 2023Newsletter 8th of August, 2023Newsletter 4rd of August, 2023Newsletter 29th of May, 2024Newsletter 25th of June, 2024Newsletter 6th of August, 2024
Security
Where is Fides hosted? How can I use SSO to log in?

Structure Chart Views

When managing a key account with numerous entities, the structure chart can become overwhelming, making it difficult to focus on the most relevant information. To solve this, structure chart views allow you to create customized, streamlined views for better clarity. This also improves the quality of PDF downloads by reducing unnecessary details.

Creating a Structure Chart View

You can create different views of the structure chart for each entity based on your needs. Follow these steps to set up and manage your views:

1. To begin with, customize your structure chart view according to your preference. You can use all the filter or color coding options to customize your view.

  • For example, use the filter icon to refine the chart based on connections, jurisdictions, status, etc.
  • If desired, apply color coding to enhance clarity.

2. Once you've set up your preferred view, click on "Create a new view" to save this view for future use.

  • Enter a name for the view.
  • Enable the “Default View for this entity” toggle if you want all users logging into this company to see the predefined view by default.
  • Keep in mind that default views are set per entity, so each entity requires its own default view.

3. To apply the view, click on the settings icon to access Structure Chart Views. If you have already created and saved views, you’ll find them here.

4. Click on the three-dot menu next to a saved view to load, edit, or delete it.

By using structure chart views, you can simplify entity visualization, improve navigation, and generate clearer PDF exports.

With Access Rights, you can control who can view or edit Structure Chart Views.

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